WisdomTree US Value Fund
27 hedge funds and large institutions have $48.5M invested in WisdomTree US Value Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
4% more funds holding
Funds holding: 26 → 27 (+1)
9% less capital invested
Capital invested by funds: $53.5M → $48.5M (-$4.98M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
106.23% less ownership
Funds ownership: 278.69% → 172.45% (-106%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.36M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.06M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$402K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$208K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
-$8.67M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
-$6.71M |
| 3 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$610K |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$84.1K |
| 5 |
MCM
Murphy Capital Management
Bedminster,
New Jersey
|
-$67.4K |
WTV Hedge Fund Activity: Q2 2020 in Review
27 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q2 2020, worth a combined $48.5M — down 9.3% from $53.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WTV positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.36M. The largest seller was Private Wealth Strategies, exiting entirely with an estimated $8.67M sold.
- 27 institutional investors held WisdomTree US Value Fund (WTV) as of Q2 2020, up from 26 in Q1 2020.
- Funds reported $48.5M of WisdomTree US Value Fund stock for Q2 2020, down 9.3% quarter-over-quarter.
- 5 funds opened new WisdomTree US Value Fund positions in Q2 2020 and 4 closed out, a net change of +1 holder.
- The largest WisdomTree US Value Fund buyer in Q2 2020 was Citadel Advisors, an estimated $1.36M added.
- The largest WisdomTree US Value Fund seller in Q2 2020 was Private Wealth Strategies, an estimated $8.67M sold.
Based on aggregated 13F filings for Q2 2020.